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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,445 | $84,236+59.6% | $170,439-21.1% | $70,124+91.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.83% | 23.06%-7.2pp | 205.94%-190.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $4,495 | $3,387+32.7% | $5,433-17.3% | $2,342+91.9% |
| Participant deferral / active EE | $3,946 | $3,086+27.9% | $4,939-20.1% | $3,332+18.4% |
| Admin fee / account holder | $1,046 | $5,698-81.6% | $13,881-92.5% | $4,645-77.5% |